Integrations

Do more with Asset-Map by connecting with partners like Riskalyze, Redtail, and more.

11 articles in this collection
Written by Michael Schwabe

PreciseFP Integration Overview

A bi-directional integration with PreciseFP

Written by Michael Schwabe
Updated over a week ago

Wealthbox Integration

Import Data from Wealthbox into Asset-Map Platform

Written by Michael Schwabe
Updated over a week ago

SmartOffice (Ebix) Integration (coming soon!)

SmartOffice imports members and financials into Asset-Map

Written by Michael Schwabe
Updated over a week ago

Veo® Integration

Import member and instrument data information from the Veo® platform into Asset Map.

Written by Michael Schwabe
Updated over a week ago

Redtail Integration

Import information from Redtail into Asset-Map

Written by Michael Schwabe
Updated over a week ago

Black Diamond Integration

Import client data from Black Diamond; share Asset-Maps in Black Diamond Timeline

Written by Michael Schwabe
Updated over a week ago

MoneyGuidePro Integration - How to

Import client data from MoneyGuidePro to Asset-Map

Written by Michael Schwabe
Updated over a week ago

Riskalyze

Riskalyze Integration

Show Riskalyze risk scores on an Asset-Map Report

Written by Michael Schwabe
Updated over a week ago

Riskalyze Troubleshooting

Help for common questions regarding Riskalyze

Written by Michael Schwabe
Updated over a week ago

Hide or Show Riskalyze Scores

Riskalyze scores of linked accounts can be hidden

Written by Michael Schwabe
Updated over a week ago

Orion

Orion Integration

Asset-Map and Orion integration overview.

Written by Michael Schwabe
Updated over a week ago